Manage your user account and dashboard

Manage you user account

Change your info

The user account is accessible on the top right corner of Kantree. Click on your avatar, and then on Account.

user-menu

The user’s page looks like this:

user-page

You can change your username, your display name or your email there.

Kantree support English, French and German.

You can choose your profile picture from this page as well. By default, it will be the first letter of your username with a random color.

Change your password

You can change your password from the dedicated section of the user’s page.

change-password

Delete your account

You can delete your account from the user page. It can’t be restored then.

Create user public project

In Kantree Enterprise you can enable user’s project creation

Card models and contexts, outside organizations are linked to your user account and can be shared between all the user’s public projects.

Clear offline data

If you noticed a bug in your data in a project, sometimes it can come from corrupted cached data for the offline mode. You can clear them in your user account page, and it may fix the bug.

Please, be assured that any of your data will be safe, only cached data from your browser will be cleared.

Report a bug or request a feature

In the the top right user menu, you will find Feedback and support.

A popup will appear if you click on it.

feedback-popup

Don’t hesitate to send us any feedback or report any bug in this popup, we will answer as soon as possible.

Browser support

Kantree support the latest versions of Chrome, Firefox 38+, IE10+, Edge, latest versions of Safari, latest versions of Chrome for android.

Use your dashboard

When you login you will arrive on your dashboard.

dashboard

Project sections

The main content is a list of all the projects you contribute to.

The first section is containing your pinned projects (see how to pinned projects or cards).

The following one is containing your private project (if you have permissions to create private projects).

Then you will find the shared projects where you’ve been invited as a guest.

And finally you will find every project of every organization you’re member of, sort by name.

You can filter your projects using the dedicated fields at the top of the page, to quickly find the ones you’re looking for.

By clicking on the name of the organization you will navigate to the organization pages. Next to their name, you’ll find a quick access menu.

Right-click on projects to access specific settings and actions.

Card sections

In the card section, you will find a calendar which display by a small green circle the due dates of cards you’re assigned to.

global-dashboard-calendar

Click on one of the day and a list of all the due cards will appear on the search menu in the navbar.

global-dashboard-calendar-click-on-date

See the query used to find the due cards of the day? You can use this query to create card sections, or to add widgets in your projects' reports.

You can get the iCal feed of this calendar. Add this feed in your favorite calendar app like outlook or google calendar.

Below you’ll find card sections.

dashboard-cards-section

There are 3 default sections :

  • Overdue cards assigned to me
  • Due cards assigned to me
  • Assigned to me

Click on the checkbox, and the cards will be mark as done, including in the project they belongs to.

You can add your own sections leveraging the power of our query language KQL (see how to create query with KQL)

Every section can be deleted.

You can reorder them by drag and drop.

In the navbar, you will find menus which will help you in your daily activities in Kantree.

user-navbar

The magnifying glass gives you access to a global search in all the projets you will participate to.

global-search-dropdown

If you click on the magnifying glass or on the undock icon, you will access the search page, in which you will see the results of your search.

search-page

You can also display the results in a calendar.

search-page-calendar

You can get the iCal feed of this calendar. Add this feed in your favorite calendar app like outlook or google calendar.

My work

The checkbox icon give you access to the same content than the dashboard sidebar, You’ll find a calendar with the cards you’re assigned to, and some lists of cards (overdue and due cards, and cards you’re assigned to).

my-work-dropdown

Notifications

The notification menu will give you access to the last updates on cards you follow (see how to subscribe to cards and how the notifications works)

notif-dropdown

User menu

In this menu you can access your user account, create new organization, or access to help and support pages.

Kantree admins will have access to specific pages which let you manage your Kantree instance.

You can also logout.

user-menu